AA AAPL Apple Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

Apple's privacy framework (ATT) previously disrupted mobile ad attribution, but Take-Two says the industry has now adapted, suggesting the negative impact has largely passed.

Direct-to-consumer mobile sales delivered its strongest quarter on record, and management explicitly calls out an improving regulatory environment reducing app store take rates, which will drop to the bottom line. — Confirms the structural shift in app store economics; lower take rates are a direct margin tailwind for all mobile game publishers, pressuring the app store operators' service revenue growth.